1 Big Thing: Your communication style is outdated.

  The oldest millennials are in their mid-thirties and this could seriously impact how asset managers communicate with clients. Why it Matters: Older millennials are in decision-making positions at institutions, at consultancies, and at wealth management firms. They are a larger age cohort than Baby-Boomers They consume information differently that both Boomers and Generation X’ers Be Smart: Asset management firms …